DWS - Tue, 04/25/2023 - 11:35

Research report - U.S. Real Estate Strategic Outlook January 2023

In A Nutshell

U.S. real estate investment performance has stumbled in response to rising interest rates.
However, property fundamentals are robust. While a mild recession might soften leasing momentum, we believe that markets will remain historically tight as construction slides.
In our view, high interest rates will put further downward pressure on real estate values in 2023. This repricing, amid healthy underlying fundamentals, should create attractive investment opportunities.
COVID aftershocks have temporarily cooled the industrial and apartment sectors and Sun Belt markets. Nevertheless, our conviction around these investment targets, rooted in longer-term forces, remains undimmed.

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Insurance asset management connected globally

As a pioneer in insurance asset management, DWS started working with insurance companies in 1929. Trust, knowledge and customized solutions crafted over time are what we deliver insurers.

Our global platform delivers multi-asset investment programs in an insurance context across active and passive fixed-income, equity, alternatives, cash, and sustainable strategies. It is supported by an understanding of the dynamics and complexities of insurance investing in a constrained environment that is subject to state regulations, solvency requirements, rating agency considerations, reporting and accounting standards.

James D. Richard
Head of Insurance Coverage-Americas
james.d.richard@dws.com

dws.com/InsuranceAM
875 Third Avenue
New York, NY 10022

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Research report - U.S. Real Estate Strategic Outlook January 2023

In A Nutshell

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